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Get Institutions for : 
Calvert Ultra-short Investment Grade Etf (CVSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    2
Total shares held : 
 858,350  
% of shares held : 
 9.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 114,549  
% of shares held change : 
   1.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 124,781
 14.54%
 
Increased Positions :
6
 24,718
 2.88%
 
Unchanged Positions :
2
 547
 0.06%
 
Decreased Positions :
1
-21,508
-2.51%
 
Closed Positions :
2
-13,442
-1.57%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2637 - 2024-06-30 402,001 $20,253,000 1
   Valley Financial Group Inc. 2 - 2024-06-30 268,389 $13,522,000 12,718
   LPL FINANCIAL CORP 2047 *New 2024-06-30 75,438 $3,801,000 75,438
   GPS Wealth Strategies Group LLC 87 *New 2024-06-30 23,970 $1,208,000 23,970
   COMMONWEALTH EQUITY SERVICES LLC. 2163 - 2024-06-30 22,461 $1,132,000 471
   CITADEL ADVISORS LLC 2888 *New 2024-06-30 20,423 $1,029,000 20,423
   JANE STREET GROUP LLC 4081 - 2024-06-30 12,487 $629,000 -21,508
   THRIVENT FINANCIAL FOR LUTHERANS 2119 - 2024-06-30 10,595 $534,000 2,895
   Personal Resources Investment & Strategic Manageme 44 - 2024-06-30 10,589 $533,000 2,133
   Cetera Investment Advisers 2658 - 2024-06-30 8,800 $443,000 4,700
   BANK OF MONTREAL /CAN/ 2314 - 2024-06-30 6,500 $328,000 6,500
   GREAT VALLEY ADVISOR GROUP INC. 689 *New 2024-06-30 4,950 $249,000 4,950
   FINANCIAL NETWORK 2555 - 2024-03-31 4,100 $206,000 0
   CWM LLC 3106 - 2024-06-30 397 $20,000 0
   PROEQUITIES INC. 1742 - 2024-06-30 150 $8,000 0
   Advisor Group Holdings Inc. 6931 *Closed 2024-06-30 0 $0 -43
   Aaron Wealth Advisors 327 *Closed 2024-06-30 0 $0 -13,399
  17 Records found
  1    
  Page 1 of 1
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